13F.
Bridgewater Wealth & Financial Management, LLC
13F-HR

Q1 2016

Period Mar 31, 2016Filed May 9, 2016View on EDGAR ↗
Positions
115
Total value
$275.08M
Top 10 concentration
39.4%
New positions
39

Exited positionsvs. Q4 2015

  • VANGUARD TAX MANAGED INTL FD ($21.72M)
  • TOWERS WATSON & CO ($7.83M)
  • ISHARES TR ($6.89M)
  • JPMORGAN CHASE & CO ($4.58M)
  • PAYPAL HLDGS INC ($3.41M)
  • PLUM CREEK TIMBER CO INC ($512K)
  • ISHARES TR ($385K)
  • BLACKSTONE GSO LNG SHRT CR I ($372K)

Holdings · 115

#Class
1
VANGUARD TAX MANAGED INTL FD
921943858
FTSE DEV MKT ETF$21.61M7.86%602,316New
2
WISDOMTREE TR
97717W851
JAPN HEDGE EQT$12.72M4.62%290,978+2.3%
3
MCCORMICK & CO INC
579780206
COM NON VTG$10.99M4.00%110,517-2.0%
4
EXPRESS SCRIPTS HLDG CO
30219G108
COM$10.51M3.82%152,939-0.8%
5
APPLE INC
037833100
COM$9.43M3.43%86,538+14.3%
6
MCCORMICK & CO INC
579780107
COM VTG$9.2M3.35%92,692
7
UNDER ARMOUR INC
904311107
CL A$8.7M3.16%102,568+1.4%
8
V F CORP
918204108
COM$8.51M3.09%131,362-0.2%
9
GENERAL ELECTRIC CO
369604103
COM$8.4M3.05%264,292+8.0%
10
CHIPOTLE MEXICAN GRILL INC
169656105
COM$8.34M3.03%17,699-2.2%
11
MICROSOFT CORP
594918104
COM$7.52M2.73%136,077+3.5%
12
ISHARES TR
464287226
CORE US AGGBD ET$7.45M2.71%67,177New
13
PEPSICO INC
713448108
COM$7.43M2.70%72,515+1.9%
14
KRAFT HEINZ CO
500754106
COM$7.39M2.69%94,102+0.2%
15
WILLIS TOWERS WATSON PUB LTD
G96629103
SHS$7.35M2.67%61,943New
16
SMUCKER J M CO
832696405
COM NEW$7.23M2.63%55,645-9.4%
17
EXXON MOBIL CORP
30231G102
COM$6.98M2.54%83,473+14.4%
18
ITC HLDGS CORP
465685105
COM$6.94M2.52%159,271+0.5%
19
AMERICAN EXPRESS CO
025816109
COM$6.73M2.44%109,529New
20
CENTENE CORP DEL
15135B101
COM$6.54M2.38%106,147+7.4%
21
PROCTER & GAMBLE CO
742718109
COM$6.03M2.19%73,229+2.8%
22
ABBOTT LABS
002824100
COM$5.42M1.97%129,525+1.8%
23
M & T BK CORP
55261F104
COM$5.18M1.88%46,659+2.2%
24
UNITED THERAPEUTICS CORP DEL
91307C102
COM$4.97M1.81%44,601+0.4%
25
MEDNAX INC
58502B106
COM$4.68M1.70%72,341+2.3%
26
MASTERCARD INC
57636Q104
CL A$4.43M1.61%46,834+0.4%
27
PRICE T ROWE GROUP INC
74144T108
COM$3.81M1.39%51,862+21.5%
28
ALPHABET INC
02079K305
CAP STK CL A$3.76M1.37%4,933+0.1%
29
QUALCOMM INC
747525103
COM$3.6M1.31%70,475+52.7%
30
ALPHABET INC
02079K107
CAP STK CL C$2.96M1.08%3,975+2.9%
31
VANGUARD SPECIALIZED PORTFOL
921908844
DIV APP ETF$2.87M1.04%35,360+656.0%
32
WELLTOWER INC
95040Q104
COM$2.24M0.82%32,351+1.5%
33
JOHNSON & JOHNSON
478160104
COM$1.86M0.68%17,170+21.1%
34
HCP INC
40414L109
COM$1.69M0.62%51,936+3.9%
35
WASHINGTON REAL ESTATE INVT
939653101
SH BEN INT$1.58M0.58%54,176+0.6%
36
ISHARES TR
464287200
CORE S&P500 ETF$1.48M0.54%7,183-2.8%
37
POWERSHARES QQQ TRUST
73935A104
UNIT SER 1$1.43M0.52%13,093+1.6%
38
TIME WARNER INC
887317303
COM NEW$1.4M0.51%19,260-0.2%
39
SPDR S&P 500 ETF TR
78462F103
TR UNIT$1.31M0.48%6,382+1.1%
40
VANGUARD WORLD FDS
92204A504
HEALTH CAR ETF$1.26M0.46%10,187New
41
SPDR DOW JONES INDL AVRG ETF
78467X109
UT SER 1$1.26M0.46%7,103+7.4%
42
BERKSHIRE HATHAWAY INC DEL
084670702
CL B NEW$1.22M0.44%8,570+75.3%
43
EAGLE BANCORP INC MD
268948106
COM$1.15M0.42%23,939
44
HEALTHCARE TR AMER INC
42225P501
CL A NEW$1.14M0.41%38,708
45
CVS HEALTH CORP
126650100
COM$1.07M0.39%10,337+32.6%
46
PFIZER INC
717081103
COM$1.06M0.39%35,797+5.2%
47
OMEGA HEALTHCARE INVS INC
681936100
COM$1.04M0.38%29,342+0.2%
48
ADOBE SYS INC
00724F101
COM$857K0.31%9,136New
49
VENTAS INC
92276F100
COM$807K0.29%12,817+3.2%
50
MARRIOTT INTL INC NEW
571903202
CL A$792K0.29%11,128+4.8%
51
VERIZON COMMUNICATIONS INC
92343V104
COM$764K0.28%14,129+193.0%
52
NEXTERA ENERGY INC
65339F101
COM$757K0.28%6,400+6.6%
53
TIME WARNER CABLE INC
88732J207
COM$714K0.26%3,488-0.2%
54
COLGATE PALMOLIVE CO
194162103
COM$700K0.25%9,909+21.1%
55
ISHARES TR
464288687
U.S. PFD STK ETF$675K0.25%17,303New
56
CHEVRON CORP NEW
166764100
COM$673K0.24%7,057+8.0%
57
WEYERHAEUSER CO
962166104
COM$644K0.23%20,791New
58
DANAHER CORP DEL
235851102
COM$639K0.23%6,736+17.6%
59
CORPORATE OFFICE PPTYS TR
22002T108
SH BEN INT$618K0.22%23,565
60
DOMINION RES INC VA NEW
25746U109
COM$565K0.21%7,526+4.5%
61
CARDINAL HEALTH INC
14149Y108
COM$536K0.19%6,542New
62
LANCASTER COLONY CORP
513847103
COM$514K0.19%4,645New
63
ISHARES TR
464287556
NASDQ BIOTEC ETF$509K0.19%1,952New
64
MCDONALDS CORP
580135101
COM$493K0.18%3,919+6.4%
65
DISNEY WALT CO
254687106
COM DISNEY$446K0.16%4,494+85.7%
66
VANGUARD WORLD FDS
92204A702
INF TECH ETF$438K0.16%4,000
67
AMAZON COM INC
023135106
COM$397K0.14%668New
68
WEINGARTEN RLTY INVS
948741103
SH BEN INT$388K0.14%10,340
69
DUKE ENERGY CORP NEW
26441C204
COM NEW$379K0.14%4,696+0.9%
70
ISHARES TR
464287499
RUS MID-CAP ETF$372K0.14%2,283
71
AT&T INC
00206R102
COM$356K0.13%9,080New
72
ISHARES TR
464287598
RUS 1000 VAL ETF$350K0.13%3,547New
73
ABBVIE INC
00287Y109
COM$349K0.13%6,118+56.2%
74
AMERICAN WTR WKS CO INC NEW
030420103
COM$346K0.13%5,025New
75
WELLS FARGO & CO NEW
949746101
COM$343K0.12%7,088+16.7%
76
COSTCO WHSL CORP NEW
22160K105
COM$341K0.12%2,165+4.2%
77
GENERAL MLS INC
370334104
COM$337K0.12%5,322New
78
ISHARES TR
464287465
MSCI EAFE ETF$334K0.12%5,837New
79
VANGUARD INTL EQUITY INDEX F
922042742
TT WRLD ST ETF$334K0.12%5,788+2.8%
80
ISHARES TR
464287754
U.S. INDS ETF$331K0.12%3,092New
81
ORACLE CORP
68389X105
COM$300K0.11%7,324+19.8%
82
ISHARES TR
464287457
1-3 YR TR BD ETF$292K0.11%3,434New
83
AMERICAN CAMPUS CMNTYS INC
024835100
COM$289K0.11%6,130
84
COCA COLA CO
191216100
COM$288K0.10%6,204-3.0%
85
VANGUARD INDEX FDS
922908736
GROWTH ETF$283K0.10%2,658+0.2%
86
PROSHARES TR
74347R305
PSHS ULTRA DOW30$279K0.10%4,216New
87
CELGENE CORP
151020104
COM$276K0.10%2,753+24.3%
88
ISHARES TR
464287614
RUS 1000 GRW ETF$275K0.10%2,755New
89
3M CO
88579Y101
COM$270K0.10%1,618+14.3%
90
INTERNATIONAL BUSINESS MACHS
459200101
COM$269K0.10%1,774New
91
VANGUARD INTL EQUITY INDEX F
922042858
FTSE EMR MKT ETF$260K0.09%7,512New
92
FLOWERS FOODS INC
343498101
COM$250K0.09%13,567
93
HONEYWELL INTL INC
438516106
COM$249K0.09%2,223New
94
STARBUCKS CORP
855244109
COM$244K0.09%4,094New
95
CBS CORP NEW
124857202
CL B$240K0.09%4,350
96
SPDR SERIES TRUST
78464A813
S&P 600 SML CAP$239K0.09%2,359+9.5%
97
MONDELEZ INTL INC
609207105
CL A$238K0.09%5,942+1.0%
98
ISHARES TR
46432F842
CORE MSCI EAFE$237K0.09%4,468New
99
PPG INDS INC
693506107
COM$237K0.09%2,129New
100
VANGUARD INDEX FDS
922908629
MID CAP ETF$233K0.08%1,922+0.2%
101
MERCK & CO INC NEW
58933Y105
COM$232K0.08%4,387New
102
SELECT SECTOR SPDR TR
81369Y209
SBI HEALTHCARE$231K0.08%3,410New
103
ISHARES TR
464287184
CHINA LG-CAP ETF$226K0.08%6,690New
104
VANGUARD INDEX FDS
922908611
SM CP VAL ETF$226K0.08%2,214New
105
EQUITY RESIDENTIAL
29476L107
SH BEN INT$219K0.08%2,920+7.4%
106
FACEBOOK INC
30303M102
CL A$214K0.08%1,877New
107
B & G FOODS INC NEW
05508R106
COM$207K0.08%5,959New
108
SELECT SECTOR SPDR TR
81369Y886
SBI INT-UTILS$207K0.08%4,162New
109
ECOLAB INC
278865100
COM$204K0.07%1,827
110
WASTE MGMT INC DEL
94106L109
COM$204K0.07%3,462New
111
UNION BANKSHARES CORP NEW
90539J109
COM$203K0.07%8,251New
112
LOCKHEED MARTIN CORP
539830109
COM$202K0.07%911New
113
ACCESS NATL CORP
004337101
COM$198K0.07%10,000
114
NEW YORK MTG TR INC
649604501
COM PAR $.02$95K0.03%20,084New
115
MICROVISION INC DEL
594960304
COM NEW$32K0.01%17,000New
Total filing value: $275.08M